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Click here if you are a financial adviser or paraplanner. Here we aim to provide you with appropriate information and updates, including our firm, our range of retail Funds, and our investment insights. I confirm this is my client type and I agree to and will comply with the Terms and Conditions of this site.

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Click here if you are a member of the public or an individual investor or self-managed super fund. Here we aim to provide you with appropriate information and updates, including our firm, our range of retail Funds, unit prices, and distributions. I confirm this is my client type and I agree to and will comply with the Terms and Conditions of this site.

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Click here if you are a professional investor (e.g. superannuation fund officer or asset consultant). Here we aim to provide you with appropriate information and updates, including our range of institutional investment strategies, our investment professionals, and our investment insights. I confirm this is my client type and I agree to and will comply with the Terms and Conditions of this site.

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Click here if you are an independent or dealer group researcher, or a platform provider. Here we aim to provide you with appropriate information and updates, including our range of retail Funds, performance, reports, and our investment insights. I confirm this is my client type and I agree to and will comply with the Terms and Conditions of this site.

How do I find a financial planner?

We recommend that private investors use an experienced, qualified financial adviser to assist with their financial circumstances for the long term. More information can be found at www.fpa.asn.au, www.asic.gov.au or www.australianfinancialplanners.com.au